Relationship Banking Associate II

TD Bank Group; Ipswich (MA); On-site; USD 30,000 - 38,000; Part time

Job summary

TD Bank Group in Ipswich, MA is seeking a part-time Customer Service Associate to handle everyday banking tasks, greet clients, and provide accurate information on products and services. You will work as the first point of contact, guiding clients through transactions and referrals to specialists as needed.

The role emphasizes exceptional customer service, attention to detail, and strong communication within a fast-paced banking environment.

Qualifications

• High school diploma or GED required.
• 1+ years demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays.
• Must complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Sound judgment in decision making and problem solving.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
• Delivers hospitality as an ambassador for the financial center with a high touch client experience.
• Educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Schedules appointments for consumer account needs and deepening opportunities.
• Balances client needs with policy adherence and risk awareness for compliant outcomes.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Communication skills

Problem-solving

Time management

Organization

Customer service

Microsoft Office

Independent work

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Ipswich, MA is seeking a part-time Customer Service Associate to handle everyday banking tasks, greet clients, and provide accurate information on products and services. You will work as the first point of contact, guiding clients through transactions and referrals to specialists as needed.

The role emphasizes exceptional customer service, attention to detail, and strong communication within a fast-paced banking environment.